S.No. / Date / Closing Price / Target Price / Rating
1: 01 Dec 14 / 3.02 / 5.40 / BUY
2: 26 Jan 15 / 2.71 / 4.10 / BUY
3: 16 Feb 15 / 2.89 / 4.10 / BUY
4: 29 May 15 / 2.38 / 3.80 / BUY
5: 22 Jul 15 / 2.29 / 3.80 / BUY
6: 10 Aug 15 / 2.26 / 3.80 / BUY
7: 27 Aug 15 / 2.02 / 2.80 / BUY
8: 09 Sep 15 / 2.04 / 2.80 / BUY
9: 07 Oct 15 / 2.36 / 2.80 / BUY

Haha how many times wrongs can he have? Haha

2016 plantation outlook for MKH.
- tightening output in the market due to dry weather associated with El Nino
- CPO price to be trading up
- higher output by MKH due to young trees and more trees come into maturity
- USD borrowing being liquidated and softening of USD (likely after Fed lifts its rate)
Happy investing!

Just sharing .. http://www.theedgeproperty.com.my/content/mkh-partners-panasonic%E2%80%99s-housing-unit-building-works-malaysia

Panahome Global's sales in FY2015 was USD2.7 billion.
http://www.panahome.jp/english/index.html

Spot on! 2016 property segment to contribute at least 25 cents per share.

What a strategic alliance! MKH's brand name get boosted!
Want a Japanese's element house look no further than MKH.
PanaHome MKH Malaysia Sdn Bhd - http://www.bursamalaysia.com/market/listed-companies/company-announcements/4938653

MKH is back on profit growth track!

Plantation, aside from the non-cash forex losses, performed remarkably well. CPO yield is 7 to 8 tonnes/ha, throwing behind many established plantation companies. Look at the increase in CPO sales from 76.6k tonnes to 108.9k tonnes. This is poised to increase further with more trees coming into maturity. Average selling price of CPO was less than RM2,000 a ton in FY2015. Big impact on earnings if CPO price average RM2,300 next year.

Property unbilled sales all times record high at RM920 million. Good earnings visibility.
To capitalise on MRT which is scheduled to complete in 2007 by launching more projects.

Fundamental very sound company.

Dividend expectation!

Decent Q3 2015 results.

Noticed the newly acquired subsidiaries. Specialised in industrial properties in JB .. singaporean like it as their government is not renewing expiring lease for certain industries.

Plenty of cash no debts. Associate also performs .. higher share of profit.

http://www.wsj.com/articles/el-nino-heats-up-as-indicators-suggest-one-of-the-worst-1447157288

Public bank a solid shareholder behind MKH.

The best is yet to come .. stay tuned.

This company is undervalued.
Market value reflects the plantation segment only 1.1 b / 15000 ha = 73 per ha
Property is bonus yet it is the largest profit contributor.
Watch out for MRT Line 2 re-alignment. The company has 13 acres land in Serdang .. a big boost.
Dividend yield 3.5% to 4%.
Go buy Ho Chin Soon Map see how MKH positions its developments in the Kajang to Semenyih corridor after Eco World, SP Setia and UEM.
Happy Investing!

Public bank has been a substantial shareholder for many many years.

If Tan Sri Teh (Public Bank) has confident .. I will follow him.

The best yet to come ..

What happen?

Market cap is highest now .. best yet to come.

I am tempted to .. but QL to me is alternative to Nestle, so will keep it for longer term. I will add when there is a price weakness.

Cash churned out from operations a year may amount up to 300 mil. If nothing significant is spent, the company is capable of settling all debts within 2 to 3 years. But then no good if no leverage.

lcng123 .. may be composition of the USD assets and liabilities is different now .. better hedged.
Remember in the annual report it said .. started to export CPO in USD. If this is confirmed .. lower volatility of forex is a great news. Can concentrate on the core profits.

Very suprised! 85 mil USD loan but no forex loss in q1?

Impressive plantation revenue growth.

Great! 7sen for q1.
Eps full year 35 to 40 sen.
Strong operating cash flow .. 1q is more than enough to pay 15sen dividend.
Mkh started to invest in fixed income funds .. it shows more free cash now.
All divisions show improved operating results.
Happy investing!

Looking at its fundamental and business model, QL should be a stock to accumulate over times.

It is still attractive ..

Plantation margin should be higher than property development but lower than property investment. Forex set aside.

MKH is expecting 360 MT of FFB in FY2015.
At OER of 22% and average CPO of RM2,200, plantation could bring EPS of 18 to 20 cents.
Property in the past showed it could bring EPS 20 cents.

Total EPS 40 cents with
PE 8 _ Price RM3.20
PE 9 _ Price RM3.60
PE 10 _ Price RM4.00

Happy investing!

This is significant as it changes the exposure structure. Said the Chairman:
...We have started exporting CPO in USD since the tax-free exports announcement in Indonesia late last year. To cater to our fast growing FFB volume, our CPO mill has also been upgraded to 90MT/hour from 60MT/hour.

Land price can only go up over time for both the property and plantation. And it is there you could see.

Starting to leap to another level .. stayed tune.

The low cycle of both the property and plantation is a good reason to enter ..

Major shareholder Chen bought shares via open market.

Major shareholder Chia bought shares via open market.

1. Unbilled property sales increased to RM823 million.
2. From the current land bank, total GDV is RM10 bil .. will be busy for 10 years says RM1 bil a year.
3. Plantation made profit despite low CPO price and FX losses.
4. Exposure to FX is better managed now with more balance US assets and liabilities.
5. Investment property is poised to generate higher income.
6. Very strong positive operating cash flow .. expect higher future dividend.

Released. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1809445

Malaysia, Hong Kong and China were the top Asian recipients, each getting more than 230 billion yen through September ... http://www.bloomberg.com/news/2014-11-26/asia-s-13-carry-return-lures-record-japan-funds-amid-yield-hunt.html

Keep it .. you will enjoy dividend like what Nestle distributes.

MKH's Avenue I & II in Kajang district with GDV close to RM300 mil enjoyed a good if not impressive take-up rate.

The management said .. "We expects Q3 performance to continue to improve against Q2."

QL's associate .. Boilermech announced impressive quarterly results.

submarine .. daily production in Malaysia is 3.5 million.

http://www.theedgemarkets.com/my/article/palm-oil-futures-seen-climbing-oil-world-tree-yields-drop

Invest today is also early bird. QL, with the scale it has now, is capable of repeating the trend probably with higher CAGR. Happy investing!

The company will pay the dividend on 11 Nov .. before it announces its final quarterly results.
Never mind the results may not be that impressive .. but cash pile allows.